Nov 22
6 min

NextEnergy Solar Fund - Interim Results

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £506m, 85.6p, 5.5 per cent of JIC Portfolio (5.0 per cent...

327 views0 comments

JIC Portfolio Trade - Added to existing position

John Rosier

Oct 19
1 min

JIC Portfolio Trade - Added to existing position

#jicportfoliotrade Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £457m, 77.4p, 5.0 per cent of JIC...

505 views0 comments

NextEnergy Solar Fund - Dividend declaration - reassuring!

John Rosier

Oct 19
2 min

NextEnergy Solar Fund - Dividend declaration - reassuring!

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £457m, 77.4p, 4.5 per cent of JIC Portfolio (5.0 per cent...

292 views0 comments

Falling Review Price catchup and thoughts; it's tough out there.

John Rosier

Oct 17
5 min

Falling Review Price catchup and thoughts; it's tough out there.

I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...

517 views0 comments

Next Energy Solar Fund - Quarterly update

John Rosier

Aug 17
4 min

Next Energy Solar Fund - Quarterly update

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £541m, 91.7p, 5.2 per cent of JIC Portfolio (5.0 per cent...

492 views0 comments

JIC Portfolio Trades - A Little Housekeeping

John Rosier

Aug 10
4 min

JIC Portfolio Trades - A Little Housekeeping

#jicportfoliotrade I have this morning completed four trades – all adding to existing positions and moving them to target weight or at...

693 views0 comments

Current thoughts on my positions - Part I

John Rosier

Jul 11
6 min

Current thoughts on my positions - Part I

#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...

714 views0 comments

NextEnergy Solar Fund - Falling Price Review

John Rosier

Jun 27
2 min

NextEnergy Solar Fund - Falling Price Review

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £564m, 95.6p, 5.0 per cent of JIC Portfolio (5.0 per cent...

381 views0 comments

John Rosier

Jun 19
5 min

NextEnergy Solar Fund - Results

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 100.2p, 5.0 per cent of JIC Portfolio (5.0 per cent...

325 views0 comments

Next Energy Solar Fund - Notes from last week's presentation at Mello

John Rosier

May 30
2 min

Next Energy Solar Fund - Notes from last week's presentation at Mello

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £599m, 103.0p, 5.3 per cent of JIC Portfolio (5.0 per cent...

320 views0 comments

John Rosier

May 12
2 min

More on NextEnergy Solar Fund

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £630m, 103.0p, 5.5 per cent of JIC Portfolio (5.0 per cent...

320 views0 comments

NextEnergy Solar Fund - inflation-busting 11% increase in the dividend

John Rosier

May 12
3 min

NextEnergy Solar Fund - inflation-busting 11% increase in the dividend

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £630m, 104.0p, 5.5 per cent of JIC Portfolio (5.0 per cent...

285 views0 comments

NextEnergy Solar Fund - Capital management

John Rosier

Apr 27
3 min

NextEnergy Solar Fund - Capital management

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £630m, 106.8p, 5.3 per cent of JIC Portfolio (5.0 per cent...

333 views0 comments

Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases

John Rosier

Mar 2
2 min

Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases

#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £242m, 214p, Medium...

650 views0 comments

Next Energy Solar Fund - Q3 (ending 31st December 2022) update

John Rosier

Feb 21
3 min

Next Energy Solar Fund - Q3 (ending 31st December 2022) update

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £645m, 108.6p, 2.4% of JIC Portfolio (2.5% target) and 4.9%...

343 views0 comments

Thumbnail review of each position part IV - stocks 16-22

John Rosier

Jan 27
5 min

Thumbnail review of each position part IV - stocks 16-22

ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £488m, 128p, 2.8 per cent of JIC Portfolio, (Medium Risk/High Reward,...

554 views0 comments

JIC Portfolio Trade - Next Energy Solar Fund reduced to 2.5%

John Rosier

Jan 13
1 min

JIC Portfolio Trade - Next Energy Solar Fund reduced to 2.5%

#jicportfoliotrade I am about to add a new position to the JIC Portfolio. I have no cash, so something must give. I have therefore...

442 views0 comments

NextEnergy Solar Fund - Interim results including a nice jump in NAV

John Rosier

Nov 21, 2022
5 min

NextEnergy Solar Fund - Interim results including a nice jump in NAV

Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £655m, 112.75, 5.1% of JIC Portfolio (5.0% target) and 5.3%...

301 views0 comments

Today's dividends and BlackRock World Mining update

John Rosier

Nov 17, 2022
1 min

Today's dividends and BlackRock World Mining update

NextEnergy Solar Fund goes ex-dividend 1.88p per share today, payable on 30th December. Yesterday, BlackRock World Mining announced that...

429 views0 comments

Adjustments to Funds' Portfolio - Increasing exposure to commodities

John Rosier

Nov 10, 2022
1 min

Adjustments to Funds' Portfolio - Increasing exposure to commodities

#fundsportfoliotrade I try to ensure consistency between the JIC Portfolio and the Funds’ Portfolio regarding themes. Commodity exposure:...

634 views0 comments

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us

Supreme Surface Transforms Sylvania Temple Bar Investment Trust Van-Eck Investment Trust Van-Eck Investments Semi-Conductors Van-Eck Video Gaming & eSports Venture Life Group Wisdom Tree Cloud Computing Worldwide Healthcare Trust Bloomsbury Publishing Polar Capital Global Healthcare

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare